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Casinos

Casino resorts combine a gaming floor with hotels, dining, and entertainment, and the licence to operate is usually the scarcest asset. Earnings track travel and discretionary spending closely.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	Brookfield Corp Toronto, Ontario, Canada	$24.8M	+$24.3M	2	0.13%	New
202	OppenheimerFunds New York	$24.8M	+$26.1M	2	0.04%	New
203	New York State Teachers Retirement System (NYSTRS) Albany, New York	$23.8M	+$24.4M	4	0.07%	New
204	Panagora Asset Management Boston, Massachusetts	$23.8M	+$25.1M	8	0.12%	New
205	Loomis, Sayles & Company Boston, Massachusetts	$23.6M	+$23.4M	2	0.08%	New
206	SAM Scopus Asset Management New York	$23.5M	+$24.1M	3	0.65%	New
207	I.G. Investment Management Winnipeg, Manitoba, Canada	$23.3M	+$24.5M	2	0.09%	New
208	PP PDT Partners New York	$23.3M	+$23.6M	5	0.57%	New
209	Bank of Montreal Toronto, Ontario, Canada	$22.7M	+$21.8M	7	0.04%	New
210	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$22.6M	+$23.5M	5	0.31%	New
211	HI Honeywell International Charlotte, North Carolina	$22.4M	+$23.7M	1	0.61%	New
212	BCMNY Buckingham Capital Management (New York) New York	$22.3M	+$23.5M	1	2.11%	New
213	HBK Investments Dallas, Texas	$22.2M	+$22.2M	5	0.34%	New
214	PEAK6 Group Chicago, Illinois	$22.2M	+$23M	4	0.08%	New
215	FIG Fortress Investment Group New York	$22.1M	+$22.3M	2	0.55%	New
216	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$22M	+$22.5M	4	0.17%	New
217	OAM Oxford Asset Management Oxford, United Kingdom	$22M	+$22.2M	6	0.59%	New
218	Davidson Kempner Capital Management New York	$21.5M	+$22.8M	2	1.08%	New
219	Eaton Vance Management Boston, Massachusetts	$21.4M	+$23M	3	0.06%	New
220	Chartwell Investment Partners Berywn, Pennsylvania	$21.3M	+$20.9M	2	0.54%	New
221	UMA USA Mutuals Advisors Dallas, Texas	$20.9M	+$21.2M	6	16.85%	New
222	Whale Rock Capital Management Boston, Massachusetts	$20.9M	+$22M	1	4.7%	New
223	OCG Opus Capital Group Cincinnati, Ohio	$20.6M	+$22.4M	1	1.26%	New
224	Prudential Financial Newark, New Jersey	$20.4M	+$20.8M	8	0.05%	New
225	CII CR Intrinsic Investors Stamford, Connecticut	$20.2M	+$21.4M	2	0.7%	New